Best Investors
Account
Sign in
Pnc Wealth Management LLC CRD 129052
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-20 |
| AL | RA | APPROVED | 2020-04-08 |
Branch Locations
5055 Bayou Blvd, Pensacola, FL 32503 • United States
1170 Gulf Breeze Pkwy, Gulf Breeze, FL 32561 • United States
8890 Pensacola Blvd, Pensacola, FL 32534 • United States
5351 Highway 90 W, Mobile, AL 36619 • United States
2290 Hillcrest Road, Mobile, AL 36695 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 07/2013 | 04/2017 |
| Pnc Bank | Pittsburgh | PA | 07/2013 | 04/2017 |
| Hancock/Whitney Investment Services, Inc. | Mobile | AL | 04/2017 | 03/2020 |
| Hancock/Whitney Bank | Mobile | AL | 04/2017 | 03/2020 |
| Pnc Investments | Mobile | AL | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-10 |
Reach out to this advisor